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FWMIX vs MDLVX
FWMIX vs MDLVX Comparison
Open Charts FWMIX vs MDLVX
FWMIX vs MDLVX Comparison Chart in %
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FWMIX vs. MDLVX commentary
Jul 28, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWMIX is a Buy and MDLVX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 219B vs. MDLVX (856M). FWMIX pays higher dividends than MDLVX: FWMIX (1.49) vs MDLVX (0.89). FWMIX was incepted earlier than MDLVX: FWMIX (10 years) vs MDLVX (27 years). MDLVX (0.96) is less costly to investors than FWMIX (0.26). MDLVX is a more actively managed with annual turnover of: 120.00 vs. FWMIX (29.00). MDLVX has a lower initial minimum investment than FWMIX: MDLVX (1000) vs FWMIX (1000000). MDLVX annual gain was more profitable for investors over the last year : 20.51 vs. FWMIX (5.34). FWMIX return over 5 years is better than : 29.08 vs. MDLVX (19.32).
| FWMIX | MDLVX | FWMIX / MDLVX | |
| Total Expense Ratio | 0.26 | 0.79 | 33% |
| Annual Report Gross Expense Ratio | 0.26 | 0.96 | 27% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 4.735 | 13.548 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219B | 856M | 25,584% |
| Annual Yield % from dividends | 1.49 | 0.89 | 168% |
| Returns for 1 year | 5.34 | 20.51 | 26% |
| Returns for 3 years | 27.76 | 29.80 | 93% |
| Returns for 5 years | 29.08 | 19.32 | 151% |
| Returns for 10 years | N/A | 78.64 | - |
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